The Client Transition and Restructure Specialist will report to the Institutional Transition and Restructure Manager and is responsible for project management related to new Institutional client transitions and existing Institutional client account restructures. The Client Transition and Restructure Specialist is also responsible for managing key quarterly deliverables needed to support ongoing Institutional client service activities.
What you will do:
Participate in client transition calls and support account opening, account closing, asset movement and other related activities as needed.
Participate in existing client strategy sessions to understand needs and objectives of account restructures. Identify the best path to execution. Build and manage project plans and communicate progress to stakeholders as appropriate.
Collaborate with cross-functional teams including: SEI Private Trust Company, SEI’s Investment Management Unit, SEI Legal, Institutional Client Reporting and Institutional Technology and Operations.
Maintain a schedule of key deliverables needed to support the Institutional Quarterly Investment Review process. Work with material producers, users and compliance as needed to facilitate on-time delivery of all materials
Drive changes in workflows, enhance team collaboration, and eliminate barriers to productivity. Refine, document and follow written procedures related to recurring customized client deliverables
Format materials in PowerPoint and Adobe Acrobat and post to SharePoint to facilitate delivery to the team
Support automation efforts to bring efficiently and leverage into the client onboarding and support process
What we need from you:
Minimum of 3-5 years investment industry experience
2 years project management experience
Ability to obtain SIE, Series 7, and 63 licenses post-hire
What we would like from you:
Ability to manage multiple projects simultaneously in a fast-paced environment
Excellent communication, negotiation, critical thinking and interpersonal skills
Strong work ethic and an interest in operating as part of a client team
Proficiency in PowerPoint, Excel, Word, other Microsoft Office products, and Adobe Acrobat
Institutional asset management experience a plus
Custody experience a plus
Marketing experience a plus
Attributes we value:
Organizational skills: attention to detail, and eagerness to take initiative and accountability
Adaptability: Ability to adapt to changing client needs and market conditions.
Problem-Solving Skills: Ability to identify issues and develop effective solutions.
Time Management: Excellent time management skills to handle multiple projects simultaneously.
Customer-Centric Approach: Strong focus on meeting client needs and exceeding expectations.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
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What We Do
SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of June 30, 2021, SEI manages, advises or administers approximately $1.3 trillion in assets. For more information, visit seic.com.
